BUY Conviction4/5 Analysis quality75/100 Price target370 earnings report on February 18th
The YouTuber recommends buying Insulate Corporation (POD) due to its strong market position in insulin delivery systems, which is a growing market despite weight-loss drugs. He believes the market is overestimating the impact of GLP-1 drugs on diabetes care, and POD's growth will exceed expectations. The upcoming earnings report is seen as a catalyst for the stock to move closer to analyst price targets, with an average target of $370.
“Insulate is the maker of the top insulin delivery system for diabetes, the Omnipot. This is the most prescribed, the most requested in the US and in the EU. And this is a giant market.”